FA
ECC

Fermata Advisors’s Eagle Point Credit Company ECC Stock Holding History

Fermata Advisors’s Portfolio ECC Stock Details ECC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60.1K Buy
16,153
+745
+5% +$2.97K 0.01% 274
2026
Q1 		$57.9K Buy
15,408
+1,830
+13% +$8.52K 0.01% 231
2025
Q4 		$78.2K Buy
13,578
+1,033
+8% +$6.28K 0.02% 215
2025
Q3 		$82.9K Buy
12,545
+1,706
+16% +$12.1K 0.02% 209
2025
Q2 		$83K Buy
+10,839
New +$83.1K 0.02% 219

Other funds holding ECC

KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Fermata Advisors's ECC Position: Q2 2026 in Review

Fermata Advisors increased its Eagle Point Credit Company (ECC) stake by 4.8% in Q2 2026, buying an estimated $2.97K and bringing the position to 16,153 shares worth $60.1K. The position accounts for 0.01% of the portfolio, ranked #274.

Fermata Advisors first reported a position in ECC in Q2 2025 and has held it in 5 quarters since. The position peaked at $83K in Q2 2025. 17 funds tracked by Wall St. Rank hold ECC as of Q2 2026.

  • Fermata Advisors held 16,153 shares of Eagle Point Credit Company worth $60.1K as of Q2 2026.
  • Fermata Advisors bought 745 Eagle Point Credit Company shares in Q2 2026, an estimated $2.97K.
  • Eagle Point Credit Company made up 0.01% of Fermata Advisors's portfolio in Q2 2026, its #274 holding.
  • Fermata Advisors first reported a position in Eagle Point Credit Company in Q2 2025 and has held it in 5 quarters since.
  • Fermata Advisors's Eagle Point Credit Company position peaked at $83K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.